malls

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 12, 2023 by Benedict Evans · across every show →

Everything said about malls, oldest first

Mar 12, 2023 bearish
Assertion Partly supported
Evans: US Has 5 to 10 Times More Retail Space Per Capita
“Well, so there's a chart in my presentation of retail square, square foot per capita in, in which the U S has like five to 10 times more retail square foot per capita than anywhere else. And half of that is is, is malls in which the U S has basically massively…”
Benedict Evans Mar 12, 2023 ▶ 24:46 Amazon's $40B advertising business
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